William
Lazar

Plante Moran Financial Advisors

CRD#5351708
Investment Advisor
in Traverse City, MI

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About this Advisor

William Lazar is a certified financial planner based out of Traverse City, Michigan, with a total of 6 years of industry experience. Lazar is an employee of Plante Moran Financial Advisors. Lazar has gained experience at Morgan Stanley Smith Barney LLC, Grand Traverse Allergy, Denso, Plante Moran Financial Advisors and Northwestern Mutual. Lazar has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Michigan. Plante Moran Financial Advisors is a registered investment company headquartered in Southfield, MI. The company has offices in 12 locations and a total of 139 financial advisors. It handles $17 billion in assets among its 16,199 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 16,199 client accounts, 87% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Plante Moran Financial Advisors provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the financial services. However, fee types billed by Plante Moran Financial Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

600 E Front St Suite 300
Traverse City, MI 49686

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

MI Average: $943,424,332
Total Number of Employees

139

MI Average: 21
Total Number of Accounts

16,199

MI Average: 1,586
Average Account Size

$1,033,552

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

William Lazar Work History

William has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Plante Moran Financial Advisors

2015 - 2015 (< 1 year)

Morgan Stanley Smith Barney LLC

2015 - 2015 (< 1 year)

Grand Traverse Allergy

2015 - 2015 (< 1 year)

Northwestern Mutual

2015 - 2015 (< 1 year)

Grand Traverse Allergy

2012 - 2015 (3 years)

Denso

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Lazar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Plante Moran Financial Advisors

Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Adam Broka
Southfield, MI
Patrick Patton
Southfield, MI
Sean Morris
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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